Advisor Planning Jobs

Network Recruitment - Johannesburg

Analyze financial statements, market trends, and economic data to create detailed reports and dashboards that inform strategic client decisions. Excellent academic transcripts 2+ years of post-articles...

from: executiveplacements.com - 8 days ago

HR Genie - Bellville (+1 location)

Process and implement client instructions related to switches, repurchases, maturities, surrenders, and Section 14 and Section 37 transfers. Conduct quality control on the outputs of Wealth Managers to...

from: jobplacements.com (+1 source) - 17 days ago

Fem Recruitment - Middelburg

- Cost Control & Efficiency: Identify opportunities to improve financial efficiencies and reduce costs across mining operations. Implement and monitor rigorous cost control measures, optimizing resource...

from: executiveplacements.com - More than 30 days ago

The Recruitment Council - claremont, Western Cape

d. Resolve and manage admin related queries or issues with clients directly on behalf of the Wealth a. Ensure a basic level of product knowledge by keeping up to date with products used by service administrative... R400 000 - R420 000

from: jobplacements.com - More than 30 days ago

Merand Corbett & Associates - Umhlanga

- Provide the specialist advice in respect of Life Insurance (Death, Disability and Critical Cover) needs. This will include specialist areas such as Estate Planning (in conjunction with the organisations...

from: executiveplacements.com - More than 30 days ago

The Recruitment Council - bedfordview, Gauteng

Assist in creating goal-oriented, realistic financial plans for individuals, businesses, and trusts Contribute to building and maintaining strong, long-term client relationships Strong understanding of...

from: jobplacements.com - More than 30 days ago

Nedbank - Johannesburg, ZA

• Ongoing competitor analysis and market insights to ensure that there are no gaps in our approved product offering, and that our houseview is comprehensive compared to market. • Maintain the product specific...

from: Nedbank - 7 days ago

Nedbank - Johannesburg, ZA

3 - 5 years relevant experience supporting advisors and financial planners with product support, including but are not limited to Unit Trusts, Long-Term insurance products and other Investments. • Provide...

from: Nedbank - 7 days ago

Initiate International - Cape Town, Western Cape

A fast-growing and forward-thinking player in the iGaming industry is on the lookout for a sharp, strategic, and hands-on Financial Controller in Cape Town to take the lead on all things finance. Manage...

from: compujobs.co.za - 8 days ago

Hire Resolve - 4001 Durban, South Africa

Strong computer and IT skills, especially high competence in Microsoft Office (Excel, Word, Outlook) and a reputable financial planning software CRM system (like AtWork, EliteWealth, Xplan). Liaising with... R360 000

from: simplify.hr (+1 source) - 10 days ago